Based on China Passenger Car Association retail sales data, Tesla only delivered 8,006 Tesla Model Y during February 2025, compared to 22,537 last February.

In 2024, Tesla had delivered a total of 480,309 Model Y in China, or more than 40,000 units per month.

Last week, we reported that Tesla had delivered a total of 30,688 vehicles in February at the wholesale level (including domestic and export sales), a 49.2% YoY decline.

Of those, 26,777 vehicles were delivered in China, including 18,771 Tesla Model 3. Exports only accounted for 3,911 units, compared to 29,535 vehicles exported to global markets in January.

The significant drop in Model Y deliveries should not be a surprise as Tesla has been retooling to prepare for mass production and delivery of the Model Y facelift, previously codenamed “Juniper”.

In fact, Tesla began deliveries of the new Model Y on February 26, which saw weekly insurance registrations of the car rise to 6,700 units on week 9 (Feb. 24 - Mar. 2).

Week 10 (Mar. 3 - 9) continued on that momentum as delivery ramped up to 8,700 Model Y (30% week-on-week growth), which already exceeds the total number of Model Y sold in China through the entire month of February.

According to local media outlet 36Kr, several Tesla Beijing sales staff said the the Model Y has already secured over 200,000 pre-orders nationwide, albeit most deposits (1,000 yuan) are refundable.

A former Tesla store manager previously revealed that the Shanghai Gigafactory had increased production capacity to a maximum of 750,000 Model Y per year.

36Kr also learned that internally, Tesla expects 2025 sales to reach 520,000 units for the Model Y, compared to the 480,000 sold in 2024.